To change, edit, or add to row content in a report, go to Reports (top bar)>Edit (top right)>Edit Report.
- To add a new row with data in it, click in the box at the bottom of the screen and select the data and/or formula you wish to add.
- By selecting Formula, you can create your own combination of accounts, ScaleXP metrics, CRM data, and/or manual calculations.
- Read more about creating new rows and formulas in this article.
- To add a divider row (either blank or with text in it) click on + Add Divider (bottom right). See more information here.
- To move a row, click on the six dots at the far left of the row. See below.
- To change Financial Categories, Groups, or Sub Groups (re-order, re-name, and/or change included accounts), use the button Configure base Profit & Loss or Configure base Balance Sheet (top middle).
Click on a row to edit it. When clicked, the row turns blue and reveals the editing icons, as shown below:
- To rename the row, click on the first icon ( “T” shape) after clicking on the row. Then type the new name into the pop-up box and save it.
- To delete the row, click on the second (trash bin) icon. See below.
- To style the row, click on the third (paint brush) icon after clicking on the row to reveal formatting options such as bold/unbold, borders, colour, and number formatting.
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- Decimals: Read more about number formatting in this article.
- Colour: Read more about colour formatting in this article.
- Borders: Read more about border formatting in this article.
- Click on Bold to bold/unbold the text.
- To expand detail for the row (so it shows without expanding and shows when used in Presentations), use the final icon. See below. More in this article.
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For an overview of all Reports options, see this article.